Table of Contents
Task D-9 Installs HVAC/R systems
Task Descriptor
Refrigeration and air conditioning mechanics assemble, place, secure and connect components of HVAC/R systems for all types of applications such as residential, commercial, industrial and institutional.
D-9.01 - Confirms system layout
Essential Skills: Document Use, Oral Communication, Numeracy
D-9.01 - Confirms system layout
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| D-9.01.01P |
verify that equipment matches material take-offs |
equipment is verified that it matches material take-offs to ensure correct components are installed |
| D-9.01.02P |
determine modifications for HVAC/R system equipment, components and accessories |
HVAC/R system equipment, components and accessories and their locations are modified to accommodate actual site conditions and equipment |
| D-9.01.03P |
verify site measurements and clearance for equipment, components and accessories and their location/orientation |
site measurements and clearance for equipment, components and accessories and their location/orientation are verified for serviceability and overall function |
| D-9.01.04P |
verify utilities |
required utilities are available |
Range of Variables
- equipment includes: chillers, RTU, AHU, pump, fan, heat pump
- components and accessories include: piping, duct work, supports, thermostats, economizers, flow switches, head pressure controls, dampers, louvers
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| D-9.01.01L |
demonstrate knowledge of procedures used to confirm HVAC/R system layout |
interpret information found on material take-offs |
| identify the factors to consider when modifying system components and accessories or their location |
| identify utilities required for HVAC/R system |
| identify types of energy sources and describe their application |
| describe the procedures used to prepare for HVAC/R installations |
Range of Variables
- energy sources include: electric, natural gas, propane, fossil fuel, solar, pneumatics, alternative fuels
- components and accessories include: piping, duct work, supports, thermostats, economizers, flow switches, head pressure controls, dampers, louvers
- equipment includes: chillers, RTU, AHU, pump, fan, heat pump
D-9.02 - Assembles HVAC/R equipment, components and accessories
Essential Skills: Document Use, Thinking, Working with Others
D-9.02 - Assembles HVAC/R equipment, components and accessories
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| D-9.02.01P |
unpack and perform pre-assembly check of equipment, components and accessories |
equipment, components and accessories are unpacked to ensure quantity and type are correct, in good condition and are compatible with the utilities/energy sources, and installation and job specifications |
| D-9.02.02P |
select and use tools and equipment to assemble equipment, components and accessories |
tools and equipment are selected and used to assemble equipment, components and accessories |
| D-9.02.03P |
modify or adjust equipment, components and accessories including orientation, flow direction, add-on kits and rotations |
equipment, components and accessories including orientation, flow direction, add‑on kits and rotations are modified or adjusted to match system orientation and design |
| D-9.02.04P |
confirm final assembly of components and accessories |
final assembly of components and accessories is confirmed according to jurisdictional regulations and manufacturers’ specifications |
Range of Variables
- tools and equipment include: hand tools, power equipment, rigging equipment
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| D-9.02.01L |
demonstrate knowledge of assembling HVAC/R equipment, components and accessories |
identify tools and equipment used for assembling HVAC/R equipment, components and accessories, and describe their applications and procedures for use |
| interpret information found on drawings and manufacturers’ specifications |
| identify the factors to consider when assembling HVAC/R system components and accessories |
| identify components and accessories used in the assembling of HVAC/R systems, and describe their characteristics and applications |
| identify hazards and describe safe work practices pertaining to the assembling of HVAC/R systems |
Range of Variables
- tools and equipment include: hand tools, power equipment, rigging equipment
- factors to consider include: component placement, tool requirements, material list, scheduling
D-9.03 - Places HVAC/R equipment, components and accessories
Essential Skills: Document Use, Thinking, Working with Others
D-9.03 - Places HVAC/R equipment, components and accessories
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| D-9.03.01P |
select and use tools and equipment |
tools and equipment are selected and used to place equipment and components |
| D-9.03.02P |
install anchors and supports |
anchors and supports are installed according to jurisdictional regulations and manufacturers’ specifications |
| D-9.03.03P |
install isolation components |
isolation components are installed to eliminate vibration transmission and noise |
| D-9.03.04P |
secure equipment and components |
equipment and components are secured according to jurisdictional regulations and manufacturers’ specifications |
Range of Variables
- tools and equipment include: wrenches, chain falls, lifts, ladders
- anchors and supports include: hangers, hurricane straps, seismic restraints
- isolation components include: spring isolators, cork/rubber pads, canvas connectors, vibration eliminators
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| D-9.03.01L |
demonstrate knowledge of placing HVAC/R equipment, components and accessories |
identify tools and equipment used for placing HVAC/R equipment, components and accessories, and describe their applications and procedures for use |
| identify types of anchors and supports used to place HVAC/R equipment |
| identify types of isolation components used to eliminate vibration transmission and noise |
| identify hazards and describe safe work practices pertaining to HVAC/R installations |
| describe the procedures used to place HVAC/R systems |
| identify documentation requirements for HVAC/R system installation |
| D-9.03.02L |
demonstrate knowledge of HVAC/R equipment, components and accessories |
identify types of refrigeration valves and describe their characteristics and applications |
| identify types of refrigeration accessory devices and describe their characteristics and applications |
| identify types of evaporators and their components, and describe their characteristics and applications |
| identify types of compressors, and describe their characteristics and applications |
| identify types of metering devices and their components, and describe their characteristics and applications |
| identify types of refrigerant flow controls and accessory devices, and describe their characteristics and applications |
| identify types of heating systems and describe their characteristics and applications |
| identify types of heat pump systems and describe their characteristics and applications |
| identify types of motors and their components, and describe their characteristics and applications |
| identify types of condensers and their components, and describe their characteristics and applications |
| identify types of fluid coolers and their components, and describe their characteristics and applications |
| identify types of auxiliary heat rejection devices and their components, and describe their characteristics and applications |
| identify types of chillers and describe their characteristics and applications |
| identify types of chiller components and describe their characteristics and applications |
| identify types of industrial refrigeration systems and describe their characteristics and applications |
| identify alternative heat transfer devices and describe their characteristics and applications |
| D-9.03.03L |
demonstrate knowledge of codes and regulations pertaining to HVAC/R equipment, components and accessories |
interpret codes and regulations pertaining to HVAC/R equipment, components and accessories |
Range of Variables
- tools and equipment include: wrenches, chain falls, lifts, ladders
- anchors and supports include: hangers, hurricane straps, seismic restraints
- isolation components include: spring isolators, cork/rubber pads, canvas connectors, vibration eliminators
- documentation includes: start up reports, commissioning reports, warranty documentation, environmental refrigeration documentation, record of pressure level, jurisdictional requirements, manufacturer’s requirements
- refrigeration valves include: safety, metering, service/access, flow controls
- refrigeration accessory devices include: regulators, filters and driers, liquid/moisture indicators, suction accumulators, oil separators, liquid receivers, pressure relief devices, heat exchangers
- evaporators include: direct expansion, flooded and liquid overfeed, forced and induced, brazed plate, primary and secondary surface, chiller barrel (fluid cooler)
- evaporator components include: drain pan heaters, evaporator fans and controls, drain lines, flow switches, defrost heaters
- compressors include: reciprocating, scroll, rotary, screw, centrifugal, swing, linear
- metering devices include: hand expansion valve, piston, capillary tube, thermostatic expansion valve, automatic expansion valve, electronic expansion valve, electric expansion valve, high side and low side float control valve, orifice plate
- refrigerant flow controls and accessory devices include: direct-acting, reverse-acting, pilot-operated, pressure regulators, reversing valves
- heating systems include: forced-air, hydronic, infrared, radiant
- heat pump systems include: air-to-air, liquid-to-air, liquid-to-liquid, air-to-liquid, geothermal, solar
- motors include: multi-lead, dual-voltage, multi-speed, ECM, inverter, 3 phase
- condensers include: air-cooled, water-cooled, evaporative
- auxiliary heat rejection devices include: adiabatic heat exchanger, cooling towers (open and closed), evaporative coolers, internal and external sumps
- chillers include: direct expansion, flooded, absorption
- chiller components include: compressor, oil pump, condenser, purge unit, chiller barrel, metering device
- industrial refrigeration systems include: parallel, compound, cascade, flooded
- alternative heat transfer devices include: eutectic plates, plate and frame, counter flow, cross flow and parallel flow
- regulations include: local codes, decibel noise level, seismic and hurricane restraints, jurisdictional
D-9.04 - Installs fasteners, brackets and hangers
Essential Skills: Document Use, Oral Communication, Numeracy
D-9.04 - Installs fasteners, brackets and hangers
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| D-9.04.01P |
select and use tools and equipment |
tools and equipment are selected and used according to site conditions |
| D-9.04.02P |
select fasteners, brackets and hangers |
fasteners, brackets and hangers are selected according to job specifications |
| D-9.04.03P |
lay out fasteners, brackets and hangers |
fasteners, brackets and hangers are laid out according to drawings and site conditions |
| D-9.04.04P |
construct and fabricate hangers and brackets from raw material |
hangers and brackets are constructed and fabricated from raw material for custom applications |
| D-9.04.05P |
assess base material dimensions, condition, strength and select appropriate fasteners and hardware |
hangers and hardware are installed securely to base material |
| D-9.04.06P |
mount brackets and hangers securely |
brackets and hangers are mounted securely according to codes, job specifications and environmental conditions |
Range of Variables
- tools and equipment include: hand tools, power tools, measuring tapes, levelling devices
- construct and fabricate include: cut, bend, bolt, weld, fasten
- base materials include: concrete products, deck, metal (steel and aluminium), wood/lumber, wall board, composite
- mounting includes: place, drill, anchor, adhere, screw, nail
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| D-9.04.01L |
demonstrate knowledge of the procedures used to install fasteners, brackets and hangers, and their applications |
define terminology associated with fasteners, brackets and hangers |
| identify types of fasteners, brackets and hangers, and describe their characteristics and applications |
| interpret information pertaining to fasteners, brackets and hangers found on drawings and specifications |
| identify tools and equipment used in the installation, and describe their applications and procedures for use |
| describe the procedures used to install fasteners, brackets and hangers |
| identify the procedures to fabricate a bracket or support |
| identify when the scope of work requires certified welding |
| identify the requirements for selecting hardware and fasteners for specific base materials |
| D-9.04.02L |
demonstrate knowledge of codes and regulations pertaining to the installation of fasteners, brackets and hangers |
identify and interpret the code requirements for securing fasteners, brackets and hangers |
Range of Variables
- tools and equipment include: hand tools, power tools, measuring tapes, levelling devices
D-9.05 - Installs HVAC/R piping and tubing
Essential Skills: Thinking, Numeracy, Document Use
D-9.05 - Installs HVAC/R piping and tubing
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| Reference Code |
Performance Criteria |
Evidence of Attainment |
| D-9.05.01P |
braze, solder and weld piping and tubing |
piping and tubing is brazed, soldered and welded according to jurisdictional regulations using oxy-fuel and air-fuel equipment and is kept free of contaminants |
| D-9.05.02P |
purge piping, tubing and components with inert gas |
system is clean and has no oxidization inside the piping and tubing |
| D-9.05.03P |
cut, fit and connect piping and tubing |
piping and tubing is cut, fit and connected using procedures according to industry practices and manufacturers’ specifications |
| D-9.05.04P |
join piping and tubing |
piping and tubing are joined according to job specifications, materials used and jurisdictional regulations |
| D-9.05.05P |
bend tubing |
tubing is bent according to installation requirements |
| D-9.05.06P |
hang piping and tubing |
piping and tubing is hung using hangers, supports and saddles according to codes and design specifications |
| D-9.05.07P |
install accessories |
accessories are installed according to design specifications, manufacturers’ recommendations and site conditions |
| D-9.05.08P |
perform pressure test on system to ensure integrity of the joints |
system is tight and leak free |
| D-9.05.09P |
insulate piping and tubing |
piping and tubing is insulated according to environmental conditions, location, applications, and design and manufacturers’ specifications |
Range of Variables
- procedures include: cleaning, threading, reaming, flaring, swaging, annealing
- join includes: crimp, press, fusion, adhesion, flanges, grooving, threading, flare, compression fitting connection
- accessories include: vibration eliminators, flow controls, oil separators, filter driers, isolation valves
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| D-9.05.01L |
demonstrate knowledge of HVAC/R piping and tubing, their applications and procedures used for installation |
describe the procedures used to install HVAC/R piping and tubing |
| interpret information found in manufacturers’ and code specifications pertaining to the installation of piping and tubing |
| identify types of piping materials, fittings and accessories used in HVAC/R systems |
| identify brazing, soldering and welding materials |
| describe procedures used to cut, fit and connect piping and tubing |
| D-9.05.02L |
demonstrate knowledge of codes and regulations pertaining to the installation of HVAC/R piping and tubing |
interpret codes and regulations pertaining to HVAC/R piping and tubing installations |
Range of Variables
- piping materials include: copper, brass, steel, stainless steel, aluminum
- brazing, soldering and welding materials include: silver brazing alloys, flux, BCuP and BAg, solder, welding consumables (sticks, gases and tips)
- procedures include: cleaning, threading, reaming, flaring, swaging, annealing
D-9.06 - Applies HVAC/R holding charge
Essential Skills Numeracy, Thinking, Document Use
D-9.06 - Applies HVAC/R holding charge
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| D-9.06.01P |
select and use tools and equipment |
tools and equipment are selected and used |
| D-9.06.02P |
select refrigerant |
refrigerant is selected according to design specifications |
| D-9.06.03P |
introduce refrigerant into the system and monitor quantity |
refrigerant is introduced into the system and quantity monitored according to industry practices to a positive pressure |
| D-9.06.04P |
label system and complete records |
system is labelled and records completed with type and amount of holding charge |
Range of Variables
- tools and equipment include: service valve wrenches, charging scales, transfer pumps, gauge manifold
- refrigerants include: primary (CFC, HFC, HFO, HCFC, HC), natural (R744, R717), secondary (water, glycol solutions, brine solutions)
- records include: refrigerant type, quantity, ambient and space temperature, holding pressure
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| D-9.06.01L |
demonstrate knowledge of applying HVAC/R holding charge |
identify tools and equipment used to apply a holding charge and describe their applications and procedures for use |
| describe the procedures used to pressurize system with refrigerant to achieve a positive pressure |
| identify hazards and safe work practices pertaining to refrigerants and applying a holding charge |
| D-9.06.02L |
demonstrate knowledge of refrigerants, their applications and procedures for use |
identify types of refrigerants and describe their characteristics and applications |
| D-9.06.03L |
demonstrate knowledge of codes and regulations pertaining to applying HVAC/R holding charge |
interpret codes and regulations pertaining to refrigerants |
Range of Variables
- tools and equipment include: service valve wrenches, charging scales, transfer pumps, gauge manifold
- refrigerants include: primary (CFC, HFC, HFO, HCFC, HC), natural (R744, R717), secondary (water, glycol solutions, brine solutions)
Task D-10 Installs control systems
Task Descriptor
Refrigeration and air conditioning mechanics assemble, place, secure and connect controls for HVAC/R systems for all types of applications such as residential, commercial, industrial and institutional.
The controls enable systems to start, stop, modulate, monitor and report conditions.
D-10.01 - Places control system components
Essential Skills: Document Use, Thinking, Working with Others
D-10.01 - Places control system components
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| Reference Code |
Performance Criteria |
Evidence of Attainment |
| D-10.01.01P |
select and use tools and equipment |
tools and equipment are selected and used according to job requirements |
| D-10.01.02P |
unpack and perform pre-assembly check |
controls and devices are unpacked and checked to ensure they are correct and in good condition |
| D-10.01.03P |
configure hardware options |
hardware options are configured prior to installation according to job requirements and manufacturers’ specifications |
| D-10.01.04P |
determine location, orientation and position of controls and devices |
location, orientation and position of controls and devices is determined according to design specifications and site conditions |
| D-10.01.05P |
assemble and install controls and devices |
controls and devices are assembled and installed according to CEC requirements and manufacturers’ specifications |
| D-10.01.06P |
mount and secure controls and devices |
controls and devices are mounted and secured according to manufacturers’ specifications and site conditions |
| D-10.01.07P |
update documentation |
documentation is updated to reflect changes |
Range of Variables
- tools and equipment include: hand tools, power equipment, instruments
- hardware options include: dip switches, jumpers, clockwise/counter-clockwise setting
- orientation and position include: spring or capacitor action, clockwise vs counter-clockwise
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| D-10.01.01L |
demonstrate knowledge of types of controls and devices, their applications and operation |
interpret information pertaining to controls and devices found on drawings and specifications |
| interpret codes and regulations pertaining to controls and devices |
| D-10.01.02L |
demonstrate knowledge of installing control systems |
identify tools and equipment used to install control systems, and describe their applications and procedures for use |
| describe the method for determining the location, orientation and position of control systems |
| describe the procedures used to install and configure control systems |
| interpret information pertaining to control systems found in drawings, wiring diagrams, and schematic diagrams |
| identify hazards and describe safe work practices pertaining to control systems |
Range of Variables
- tools and equipment include: hand tools, power equipment, instruments
- orientation and position include: spring or capacitor action, clockwise vs counter-clockwise
D-10.02 - Connects control systems
Essential Skills: Document Use, Thinking, Working with Others
D-10.02 - Connects control systems
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| Reference Code |
Performance Criteria |
Evidence of Attainment |
| D-10.02.01P |
select, wiring, cabling and tubing |
wiring, cabling and tubing is selected according to manufacturer’s specifications, codes, standards, trade practices and job specifications |
| D-10.02.02P |
layout wiring, cabling and tubing path |
wiring, cabling and tubing layout is performed according to drawings |
| D-10.02.03P |
install interconnecting wiring, cabling and tubing |
interconnecting wiring, cabling and tubing is installed according to codes, standards, job specification and wiring diagrams |
| D-10.02.04P |
determine circuitry and load requirements |
calculations are completed based on the voltage and amperage requirements, specifications and CEC requirements |
| D-10.02.05P |
prepare wiring and tubing for final connection to control devices |
wiring and tubing is prepared for final connection to control devices using tools and materials |
| D-10.02.06P |
select termination points |
termination points are selected according to system requirements |
| D-10.02.07P |
arrange and secure wiring and tubing |
wiring and tubing is arranged and secured for aesthetics, protection and serviceability |
| D-10.02.08P |
terminate control wiring and tubing |
control wiring and tubing is terminated according to site-specific drawings, manufacturers’ specifications, and jurisdictional regulations |
| D-10.01.09P |
update documentation |
documentation is updated to reflect changes |
Range of Variables
- tools and materials include: hand tools, power tools, dielectric paste, heat transfer compounds, fittings, clamps, connectors, cable ties
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| D-10.02.01L |
demonstrate knowledge of connecting system wiring and control tubing |
identify tools and materials used to connect and secure wiring and control tubing, and describe their applications and procedures for use |
| identify hazards and describe safe work practices pertaining to control circuits |
| describe the sequence of operation of a control circuit and explain its relationship to its physical wiring and tubing configuration |
| interpret information pertaining to control systems found in drawings, wiring diagrams, and schematic diagrams |
| identify types of wiring diagrams and describe their characteristics and applications |
| D-10.02.02L |
demonstrate knowledge of codes and regulations pertaining to HVAC/R control system wiring and tubing |
interpret codes and regulations pertaining to HVAC/R control system wiring and tubing |
Range of Variables
- tools and materials include: hand tools, power tools, dielectric paste, heat transfer compounds, fittings, clamps, connectors, cable ties
- wiring diagrams include: pictorial, schematic, ladder, component location, installation